Needing a way to organize and keep track of all your clients, customers and employee details? We are offering a 2-in-1 package for your company, making things easier while increasing efficiency. You can record all customer details and use it to contact them directly from the CRM System via the iSMS service,SMS texts and Email.
What can you carry out in the CRM System with iSMS features?
Manage customer contact details systematically
Communicate with all clients or groups via VoIP feature
Keep track of past services for specific clients in a service report
CRM SOFTWARE PRICE
RM800monthly
A FREE 30 Days Trial is given when you purchase our CRM Software! If you are a New iSMS customer, you are entitled to receive 10 FREE Demo Credits to send your SMS texts, WhatsApp and Email messages to your clients!
Industries that can benefit from using the CRM System with iSMS Features
Call Centers
- Notify clients on updates
- Inform users on promotions
- Get feedback from customers
Banks
- Send notification on transactions
- Payment due date reminder
- Keep records of bank loans
Retail
- Keep track of inventories
- Provide membership benefits
- Inform customers on sales etc
Courier
- Store records of client details
- Track parcels ordered by buyers
- Record payments by customers
Service Agents
- Manage customer details
- Keep track of all services
- Maintenance reminder
Property
- Group buyers into categories
- Include buyers top locations
- Notify clients on properties
How do you use the CRM Software with iSMS Features?
Step 1:
To fully utilise all features provided by the CRM System, you must register at all THREE websites:
Step 2:
Start the POS Client application after installation. Click the “Setting” button.
Key in your POS Client Username and Password to continue.
Step 3:
Go to “SMS” tab and key in your iSMS details. Click “Save” on the top left corner.
Close window to go back to the POS Client login interface.
Step 4:
Insert your POS Client username and password then select the CRM option.
Click the Login button.
How do you use CRM Software Features?
VoIP Call Feature
Select a contact/ group. Click on the “Call” and “Reg” buttons in order to call your clients via VoIP while including remarks.
Sending SMS and Email
Go to iSMS/Email > Email. Compose your message to be delivered as WhatsApp, SMS or Email. Add Attachments if needed.
Service History Report
Go to Report > Individual Service History by contact to view past services provided to a specific client.
Setting Contact Group
Go to Contacts > Group and click on “Group” tab > “New Group” button. Insert the name of the contact group.
Individual Contact Report
Select a contact from “Contacts List” and go to Report > Individual Contact to view the person’s individual details.
Item Recurrence
Select “Point of Sales Client” > Inventory > Inventory List. Select an item > Edit Item. Set Recurrence details.
Setting Membership Category
Go to Setup > Membership Category. Name the Member category and insert the amount of discount/ percentage in the required fields.
Saving Contact Details
Go to Contacts > New. Insert details and click “Save as New Contact”. Set Membership Category under “Membership” tab.